Aft, Forsyth & Company, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Aft, Forsyth & Company, Inc. reported 128 stock positions worth $231.8 million. Its top holding was Nvidia (NVDA) at 22.3% of the portfolio, followed by Apple (AAPL, 4.6%) and Microsoft (MSFT, 4.0%). Compared with Q3 2025, it opened 16 new positions, sold out of 4, added to 37 and reduced 40. The biggest buy was a new position in Mastercard Class A (MA) and the biggest sale Nvidia (NVDA, shares −2%).

Most Recent 13F
Q2 2026
Location
JUPITER, FL
CIK
0001512073
Portfolio Value
$231.8M (Q4 2025)
SEC Filing
0001512073-26-000001 ↗ filed Feb 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $175.5M Q1 2024 Q2 2024: $204.0M Q2 2024 Q3 2024: $202.8M Q3 2024 Q4 2024: $203.9M Q4 2024 Q1 2025: $185.6M Q1 2025 Q2 2025: $195.2M Q2 2025 Q3 2025: $208.8M Q3 2025 Q4 2025: $231.8M $231.8M Q4 2025 Q1 2026: $212.4M Q1 2026 Q2 2026: $207.9M Q2 2026

Holdings 128 stocks · $231.8M
NVDA Nvidia Corp. 22.25% 276,507 $51.6M Reduce -1.5%
AAPL Apple Inc. 4.64% 39,540 $10.7M Reduce -0.0%
MSFT Microsoft Corp. 4.02% 19,261 $9.3M Add +0.3%
LLY Eli Lilly & Co. 3.41% 7,360 $7.9M Reduce -0.1%
AMZN Amazon.com Inc. 3.02% 30,338 $7.0M Add +0.7%
IGM iShares Expanded Tech Sector 2.96% 53,071 $6.9M Reduce -0.0%
MA Mastercard Inc. Class A 2.59% 10,517 $6.0M New
V Visa Inc. Class A 2.52% 16,675 $5.8M Reduce -0.1%
GOOGL Alphabet Inc. Class A 2.46% 18,215 $5.7M Add +0.3%
ISRG Intuitive Surgical Inc. 2.30% 9,424 $5.3M Add +0.5%
JPM JPMorgan Chase & Co. 1.72% 12,363 $4.0M Add +0.2%
AVGO Broadcom Inc. 1.58% 10,610 $3.7M New
IJR iShares Core S&P Small-Cap E 1.48% 28,478 $3.4M Reduce -0.0%
IWR iShares Russell Mid-Cap ETF 1.45% 35,015 $3.4M Add +0.0%
NOW ServiceNow Inc. 1.35% 20,470 $3.1M Add +0.7%
COST Costco Wholesale Corp. 1.30% 3,503 $3.0M Add +1.2%
META Meta Platforms Inc. Class A 1.30% 4,569 $3.0M Add +0.6%
CRM Salesforce Inc. 1.16% 10,104 $2.7M Reduce -1.3%
PANW Palo Alto Networks Inc. 1.14% 14,327 $2.6M Add +1.4%
BLK BlackRock Inc. 1.06% 2,305 $2.5M New
IWF iShares Russell 1000 Growth 0.97% 4,742 $2.2M Reduce -0.8%
TMO Thermo Fisher Scientific Inc. 0.94% 3,753 $2.2M New
MELI MercadoLibre Inc. 0.93% 1,067 $2.1M No change
IYF iShares US Financials ETF 0.92% 16,528 $2.1M Reduce -0.5%
IJK iShares S&P Mid-Cap 400 Grow 0.89% 21,177 $2.1M Add +0.0%
HD Home Depot Inc. 0.88% 5,942 $2.0M Reduce -0.1%
IJH iShares Core S&P Midcap ETF 0.80% 28,129 $1.9M Add +0.2%
GOOG Alphabet Inc. Class C 0.76% 5,617 $1.8M No change
ANET Arista Networks Inc. 0.76% 13,361 $1.8M New
HDV iShares Core High Dividend E 0.73% 13,989 $1.7M Reduce -2.7%
ARM Arm Holdings PLC-ADR 0.72% 15,348 $1.7M Reduce -0.5%
IJT iShares S&P Small-Cap 600 GR 0.72% 11,824 $1.7M Add +0.1%
GS Goldman Sachs Group Inc. 0.71% 1,865 $1.6M Add +4.8%
JNJ Johnson & Johnson 0.70% 7,799 $1.6M Add +1.3%
LMT Lockheed Martin Corp. 0.68% 3,263 $1.6M Add +4.7%
ADBE Adobe Inc. 0.66% 4,403 $1.5M Reduce -1.1%
ORCL Oracle Corp. 0.66% 7,871 $1.5M Reduce -8.4%
IGV iShares Expanded Tech-Softwa 0.64% 14,064 $1.5M Reduce -0.0%
ABBV Abbvie Inc. 0.62% 6,313 $1.4M Add +5.0%
IWO iShares Russell 2000 Growth 0.61% 4,408 $1.4M No change
IJJ iShares S&P Mid-Cap 400 Valu 0.61% 10,672 $1.4M Reduce -1.3%
C Citigroup Inc. 0.60% 11,948 $1.4M Add +3.7%
CRWD CrowdStrike Holdings Inc. Class A 0.57% 2,836 $1.3M Add +11.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.57% 22,569 $1.3M Add +11.2%
AMGN Amgen Inc. 0.55% 3,890 $1.3M No change
IWP iShares Russell Mid-Cap Grow 0.47% 7,997 $1.1M Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.46% 1,719 $1.1M Reduce -1.3%
IWM iShares Russell 2000 ETF 0.46% 4,284 $1.1M No change
IYH iShares U.S. Healthcare ETF 0.44% 15,814 $1.0M Reduce -0.1%
SO The Southern Co. 0.43% 11,423 $996K Reduce -4.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 1,455 $992K Reduce -1.9%
AXP American Express Co. 0.42% 2,616 $968K No change
CAT Caterpillar Inc. 0.41% 1,815 $951K No change
CSCO Cisco Systems Inc. 0.41% 12,342 $951K No change
JEPI JPMorgan Equity Premium Inco 0.39% 15,976 $914K Reduce -1.4%
ASML ASML Holding NV-NY Reg SHS 0.39% 838 $897K No change
TEAM Atlassian Corp. Class A 0.36% 5,165 $837K New
IJS iShares S&P Small-Cap 600 Va 0.36% 7,320 $832K Add +0.1%
MDB Mongodb Inc. 0.36% 1,965 $825K Reduce -1.3%
LRCX Lam Research Corp. 0.35% 4,804 $822K New
MRK Merck & Co. Inc. 0.33% 7,174 $755K Reduce -5.0%
TXN Texas Instruments Inc. 0.32% 4,274 $741K No change
IWD iShares Russell 1000 Value E 0.31% 3,457 $727K Reduce -5.3%
TSM Taiwan Semiconductor-SP ADR 0.31% 2,340 $711K No change
IBB iShares Biotechnology ETF 0.30% 4,146 $700K Reduce -0.4%
IWN iShares Russell 2000 Value E 0.30% 3,786 $686K Reduce -0.6%
PEY Invesco High Yield Equity Di 0.29% 33,414 $681K Reduce -2.4%
SHV iShares 0-1 Year Treasury Bo 0.29% 6,106 $673K Reduce -10.1%
TER Teradyne Inc. 0.28% 3,302 $639K No change
FLTR Vaneck Ig Floating Rate ETF 0.27% 24,693 $629K Add +0.2%
SYK Stryker Corp. 0.27% 1,770 $622K Reduce -5.3%
SBUX Starbucks Corp. 0.25% 6,890 $580K Reduce -6.1%
ADP Automatic Data Processing 0.24% 2,160 $556K No change
BKNG Booking Holdings Inc. 0.23% 101 $541K No change
IWL iShares Russell Top 200 ETF 0.23% 3,159 $539K Add +0.0%
TFI SS SPDR N Ice Muni Bond ETF 0.23% 11,750 $537K No change
VYM Vanguard High DVD Yield ETF 0.23% 3,725 $535K Add +0.2%
ABT Abbott Laboratories 0.23% 4,184 $524K No change
MMM 3M Co. 0.22% 3,231 $517K Add +6.6%
PEP Pepsico Inc. 0.22% 3,564 $512K Reduce -7.8%
APO Apollo Global Management Inc. 0.22% 3,500 $507K No change
HYMB SS SPDR N Ice HY Muni ETF 0.21% 19,700 $491K No change
KO The Coca-Cola Co. 0.21% 6,978 $488K Reduce -0.7%
PG The Procter & Gamble Co. 0.21% 3,379 $484K Reduce -1.7%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.21% 5,977 $482K New
MS Morgan Stanley 0.21% 2,685 $477K No change
IUSG iShares Core S&P U.S. Growth 0.18% 2,498 $420K Add +0.1%
OEF iShares S&P 100 ETF 0.18% 1,210 $415K No change
AFL Aflac Inc. 0.17% 3,675 $405K No change
UNP Union Pacific Corp. 0.17% 1,734 $401K No change
IDXX Idexx Laboratories Inc. 0.16% 552 $373K No change
EPD Enterprise Products Partners 0.16% 11,604 $372K Add +1.7%
RTX RTX Corp. 0.16% 2,018 $370K No change
IWY iShares Russell Top 200 Grow 0.16% 1,311 $363K No change
WDAY Workday Inc. Class A 0.16% 1,690 $363K No change
NOBL Proshares S&P 500 Dividend A 0.15% 3,403 $354K Reduce -1.2%
IWB iShares Russell 1000 ETF 0.15% 934 $349K Add +0.3%
RSP Invesco S&P 500 Equal Weight 0.15% 1,814 $348K Add +0.2%
JPIE JPMorgan Income ETF 0.15% 7,500 $347K New
VEA Vanguard Ftse Developed ETF 0.14% 5,200 $325K No change
RDVI FT Vest Rising Dividend Achi 0.14% 12,010 $315K New
ZTS Zoetis Inc. 0.13% 2,454 $309K Reduce -8.1%
DELL Dell Technologies -C 0.13% 2,350 $296K New
VRP Invesco Variable Rate Prefer 0.13% 12,074 $294K Reduce -8.8%
IHE iShares US Pharmaceuticals E 0.13% 3,440 $292K Add +0.4%
TDVI FT Vest Technology Dividend 0.12% 10,414 $289K New
HSY The Hershey Co. 0.12% 1,572 $287K No change
RDVY First Trust Rising Dividend 0.12% 4,112 $286K Add +0.0%
PM Philip Morris International 0.12% 1,700 $273K No change
KEYS Keysight Technologies Inc. 0.11% 1,275 $259K No change
AGG iShares Core U.S. Aggregate 0.11% 2,580 $258K New
AMD Advanced Micro Devices 0.11% 1,182 $253K New
IWS iShares Russell Mid-Cap Valu 0.11% 1,788 $252K Reduce -0.4%
HMC Honda Motor Co. Ltd.-Spons ADR 0.11% 1,273 $248K No change
SNOW Snowflake Inc. 0.11% 1,128 $247K New
IVV iShares Core S&P 500 ETF 0.11% 361 $247K Add +0.6%
ZS Zscaler Inc. 0.10% 1,080 $243K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.10% 2,360 $242K Reduce -9.6%
CVX Chevron Corp. 0.10% 1,573 $240K Reduce -6.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 805 $238K No change
XOM Exxon Mobil Corp. 0.10% 1,935 $233K No change
TD Toronto-Dominion Bank 0.10% 2,450 $231K New
IT Gartner Inc. 0.10% 900 $227K No change
TT Trane Technologies PLC 0.10% 570 $222K Add +15.2%
FPEI First Trust Institutional PR 0.09% 10,941 $212K Add +0.1%
VEEV Veeva Systems Inc. Class A 0.09% 949 $212K Reduce -3.6%
DVY iShares Select Dividend ETF 0.09% 1,448 $204K Add +0.5%
SPHD Invesco S&P 500 High Dividen 0.09% 4,194 $201K Add +0.4%

Portfolio Sells Q3 2025 → Q4 2025
NVDA Nvidia Corp. Reduce -1.5% 22.25% −2.85
ORCL Oracle Corp. Reduce -8.4% 0.66% −0.50
ARM Arm Holdings PLC-ADR Reduce -0.5% 0.72% −0.32
HD Home Depot Inc. Reduce -0.1% 0.88% −0.27
IGM iShares Expanded Tech Sector Reduce -0.0% 2.96% −0.25
V Visa Inc. Class A Reduce -0.1% 2.52% −0.21
AAPL Apple Inc. Reduce -0.0% 4.64% −0.19
IJR iShares Core S&P Small-Cap E Reduce -0.0% 1.48% −0.14
IGV iShares Expanded Tech-Softwa Reduce -0.0% 0.64% −0.13
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.13
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.12
SO The Southern Co. Reduce -4.8% 0.43% −0.11
HDV iShares Core High Dividend E Reduce -2.7% 0.73% −0.11
IWF iShares Russell 1000 Growth Reduce -0.8% 0.97% −0.10
SHW The Sherwin-Williams Co. Sold out 0.00% −0.10
ITW Illinois Tool Works Sold out 0.00% −0.10
IYF iShares US Financials ETF Reduce -0.5% 0.92% −0.09
ADBE Adobe Inc. Reduce -1.1% 0.66% −0.09
SHV iShares 0-1 Year Treasury Bo Reduce -10.1% 0.29% −0.07
IJJ iShares S&P Mid-Cap 400 Valu Reduce -1.3% 0.61% −0.07
SYK Stryker Corp. Reduce -5.3% 0.27% −0.06
ZTS Zoetis Inc. Reduce -8.1% 0.13% −0.05
PEY Invesco High Yield Equity Di Reduce -2.4% 0.29% −0.05
VEEV Veeva Systems Inc. Class A Reduce -3.6% 0.09% −0.05
JEPI JPMorgan Equity Premium Inco Reduce -1.4% 0.39% −0.05
SBUX Starbucks Corp. Reduce -6.1% 0.25% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -1.3% 0.46% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.9% 0.43% −0.05
PG The Procter & Gamble Co. Reduce -1.7% 0.21% −0.04
IWD iShares Russell 1000 Value E Reduce -5.3% 0.31% −0.04
PEP Pepsico Inc. Reduce -7.8% 0.22% −0.04
VRP Invesco Variable Rate Prefer Reduce -8.8% 0.13% −0.03
IWN iShares Russell 2000 Value E Reduce -0.6% 0.30% −0.03
TROW T Rowe Price Group Inc. Reduce -9.6% 0.10% −0.02
CVX Chevron Corp. Reduce -6.8% 0.10% −0.02
NOBL Proshares S&P 500 Dividend A Reduce -1.2% 0.15% −0.02
KO The Coca-Cola Co. Reduce -0.7% 0.21% −0.01
IWS iShares Russell Mid-Cap Valu Reduce -0.4% 0.11% −0.01
CRM Salesforce Inc. Reduce -1.3% 1.16% −0.01
IYH iShares U.S. Healthcare ETF Reduce -0.1% 0.44% −0.00
IBB iShares Biotechnology ETF Reduce -0.4% 0.30% +0.01
MRK Merck & Co. Inc. Reduce -5.0% 0.33% +0.02
MDB Mongodb Inc. Reduce -1.3% 0.36% +0.06
LLY Eli Lilly & Co. Reduce -0.1% 3.41% +0.72

Portfolio Buys Q3 2025 → Q4 2025
MA Mastercard Inc. Class A New 2.59% +2.59
AVGO Broadcom Inc. New 1.58% +1.58
BLK BlackRock Inc. New 1.06% +1.06
TMO Thermo Fisher Scientific Inc. New 0.94% +0.94
ANET Arista Networks Inc. New 0.76% +0.76
TEAM Atlassian Corp. Class A New 0.36% +0.36
LRCX Lam Research Corp. New 0.35% +0.35
GOOGL Alphabet Inc. Class A Add +0.3% 2.46% +0.34
ISRG Intuitive Surgical Inc. Add +0.5% 2.30% +0.29
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 0.21% +0.21
JPIE JPMorgan Income ETF New 0.15% +0.15
RDVI FT Vest Rising Dividend Achi New 0.14% +0.14
DELL Dell Technologies -C New 0.13% +0.13
TDVI FT Vest Technology Dividend New 0.12% +0.12
AGG iShares Core U.S. Aggregate New 0.11% +0.11
AMD Advanced Micro Devices New 0.11% +0.11
SNOW Snowflake Inc. New 0.11% +0.11
TD Toronto-Dominion Bank New 0.10% +0.10
C Citigroup Inc. Add +3.7% 0.60% +0.04
GS Goldman Sachs Group Inc. Add +4.8% 0.71% +0.03
JNJ Johnson & Johnson Add +1.3% 0.70% +0.01
IHE iShares US Pharmaceuticals E Add +0.4% 0.13% +0.01
JEPQ JPM Nasdaq Equity Premium Add +11.2% 0.57% +0.01
MMM 3M Co. Add +6.6% 0.22% −0.00
TT Trane Technologies PLC Add +15.2% 0.10% −0.00
IVV iShares Core S&P 500 ETF Add +0.6% 0.11% −0.01
RDVY First Trust Rising Dividend Add +0.0% 0.12% −0.01
FPEI First Trust Institutional PR Add +0.1% 0.09% −0.01
DVY iShares Select Dividend ETF Add +0.5% 0.09% −0.01
EPD Enterprise Products Partners Add +1.7% 0.16% −0.01
SPHD Invesco S&P 500 High Dividen Add +0.4% 0.09% −0.01
IWB iShares Russell 1000 ETF Add +0.3% 0.15% −0.01
RSP Invesco S&P 500 Equal Weight Add +0.2% 0.15% −0.01
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.18% −0.02
IWL iShares Russell Top 200 ETF Add +0.0% 0.23% −0.02
VYM Vanguard High DVD Yield ETF Add +0.2% 0.23% −0.02
CRWD CrowdStrike Holdings Inc. Class A Add +11.8% 0.57% −0.02
IJS iShares S&P Small-Cap 600 Va Add +0.1% 0.36% −0.03
FLTR Vaneck Ig Floating Rate ETF Add +0.2% 0.27% −0.03
ABBV Abbvie Inc. Add +5.0% 0.62% −0.04
LMT Lockheed Martin Corp. Add +4.7% 0.68% −0.06
IWP iShares Russell Mid-Cap Grow Add +0.0% 0.47% −0.07
IJH iShares Core S&P Midcap ETF Add +0.2% 0.80% −0.08
IJT iShares S&P Small-Cap 600 GR Add +0.1% 0.72% −0.08
IJK iShares S&P Mid-Cap 400 Grow Add +0.0% 0.89% −0.09
JPM JPMorgan Chase & Co. Add +0.2% 1.72% −0.15
AMZN Amazon.com Inc. Add +0.7% 3.02% −0.15
IWR iShares Russell Mid-Cap ETF Add +0.0% 1.45% −0.16
COST Costco Wholesale Corp. Add +1.2% 1.30% −0.23
PANW Palo Alto Networks Inc. Add +1.4% 1.14% −0.24

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 108$207.9MNVDA, AAPL, IGM, LLY, AMZN
Q1 2026 123$212.4MNVDA, AAPL, MSFT, LLY, AMZN
Q4 2025 128$231.8MNVDA, AAPL, MSFT, LLY, AMZN
Q3 2025 116$208.8MNVDA, AAPL, MSFT, IGM, AMZN
Q2 2025 113$195.2MNVDA, MSFT, AAPL, AMZN, IGM
Q1 2025 126$185.6MNVDA, AAPL, MSFT, LLY, V
Q4 2024 126$203.9MNVDA, AAPL, MSFT, AMZN, LLY
Q3 2024 131$202.8MNVDA, AAPL, MSFT, LLY, AMZN
Q2 2024 136$204.0MNVDA, MSFT, AAPL, CMG, LLY
Q1 2024 137$175.5MNVDA, MSFT, AAPL, LLY, AMZN